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How to assign team members to action items
How to assign team members to action items
Updated over a week ago

This step-by-step guide will show you how to assign team members to action items on RAIDLOG.com.

Prerequisites

To assign team members to an action item, you need to have the necessary permissions to manage the project where the action item is located.

Step-by-step Guide

  1. Navigate to the Project: Start by finding the project that contains the action item you want to assign team members to. Click on it to open the project details.

  2. Locate the Action Item: Within the project, navigate to the "Action Items" section. Here, you'll find a grid displaying all action items associated with the project.

  3. Select the Action Item: Click on the action item to which you want to assign a team member. This will open the action item's detail view.

  4. Assign Team Member: In the "Owners" field, you can select one or more existing team members from the drop-down list, or add a placeholder resource by simply entering their name.

  5. Confirm the New Assignment: Once you've added the owners, make sure their names appear in the "Owners" field. If they do, you've successfully assigned a new member to your action item.

That's all there is to it! You now know how to assign team members to action items on RAIDLOG.com. If you encounter any issues or have any further questions, don't hesitate to get in touch with RAIDLOG.com's customer support.

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